Configure Qualifying mode

Qualifying is usually the first stage of reviewing and is used to prune applications that do not meet category or program requirements through simple pass or fail decisions. This helps ensure quality before applications move to later reviewing stages.

Qualifying reviewing requires three items

• A score set
• A reviewing round
• One or more panels

You can configure this manually or use Reviewing fast start.

Create a reviewing score set

1. In the Manage workspace, go to Reviewing > Settings > Score sets
2. Click New score set and select a form
3. In the 'Details' tab, select Qualifying as the reviewing mode
4. Under 'Rules' set your requirements:
   • Quantity of responses required for consensus: the minimum number of reviewer responses needed
   • Percentage of pass responses required to qualify: the percentage of pass decisions required
   • Allow unsure decisions: unsure responses do not count toward the result
5. In the 'Display' tab, set your desired options including:
   • Layout
   • Category quick filter
   • Application order
   • List length default
   • Commenting options
   • Attachment display options
   • Referee display options
   • Share scores
   • Slideshow
   • Cover image
6. Click Save

Learn more about the available display options in the Configure a score set guide. 

Create a reviewing round

1. In the Manage workspace, go to Reviewing > Settings > Rounds
2. Click Add round and select a form
3. Select Reviewing as the round type
4. Set the start and end dates
5. Click Save

Learn more about rounds in the Ultimate guide to rounds guide. 

Create reviewing panels

1. In the Manage workspace, go to Reviewing > Settings > Panels
2. Click New panel and select a form
3. Choose Qualifying as the reviewing mode
4. Select the score set
5. In 'Applications', select the categories, chapters, and/or tags
6. In 'Who', choose who can qualify applications
7. In 'When', select the reviewing round
8. Click Save

Learn more about panels in the Create a reviewing panel guide. 

Good to know

• The two qualifying rules work in sequence, not independently.
• Unsure decisions are ignored if that option is enabled.
• Percentage thresholds always round up.